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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WealthTrust Axiom LLC

Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001085146-25-003158

Total Value
$328.4M
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL78,792$17.5M5.33%
2KINDER MORGAN INC DELEP-PC514,031$14.7M4.47%
3INTERNATIONAL BUSINESS MACHSINTR49,357$12.3M3.74%
4MICROSOFT CORPMSFT29,903$11.2M3.42%
5LSI INDS INC OHIO50216C108602,597$10.2M3.12%
6EVOLUTION PETE CORP30049A1071,767,188$9.2M2.79%
7ELI LILLY & COLLY10,200$8.4M2.57%
8BRISTOL-MYERS SQUIBB COCELG-RI126,014$7.7M2.34%
9PFIZER INCPFE238,105$6.0M1.84%
10CISCO SYS INCCSCO97,477$6.0M1.83%
11GILEAD SCIENCES INCGILD50,832$5.7M1.73%
12TETRA TECHNOLOGIES INC DEL88162F1051,658,632$5.6M1.70%
13VERIZON COMMUNICATIONS INCVZ122,587$5.6M1.69%
14NUTRIEN LTDNTR109,678$5.4M1.66%
15SCHLUMBERGER LTDSLB128,422$5.4M1.63%
16GLOBAL X FDS37954Y657272,387$5.2M1.58%
17AGNICO EAGLE MINES LTDAEM47,075$5.1M1.55%
18HOWMET AEROSPACE INCHWM36,797$4.8M1.45%
19CORNING INCGLW95,471$4.4M1.33%
20BERKSHIRE HATHAWAY INC DELBRK-A7,771$4.1M1.26%
21INNOVATIVE SOLUTIONS & SUPPOISSC626,639$3.9M1.20%
22IRON MTN INC DEL46284V10145,217$3.9M1.18%
23NOVARTIS AGNVSEF34,885$3.9M1.18%
24MERCK & CO INCMRK41,894$3.8M1.15%
25AT&T INCT-PC132,017$3.7M1.14%
26JOHNSON & JOHNSONJNJ20,507$3.4M1.04%
27CONSOLIDATED EDISON INCED29,988$3.3M1.01%
28FIFTH THIRD BANCORPFITBM82,803$3.2M0.99%
29CONSTELLATION ENERGY CORPCEG15,556$3.1M0.96%
30GSK PLCGLAXF73,444$2.8M0.87%
31CHEVRON CORP NEWCVX15,264$2.6M0.78%
32UMH PPTYS INC903002103123,280$2.3M0.70%
33EATON VANCE TX ADV GLBL DIVETN125,679$2.3M0.70%
34EXELON CORPEXC48,317$2.2M0.68%
35CMS ENERGY CORPCMS-PC28,600$2.1M0.65%
36AMAZON COM INCAMZN11,198$2.1M0.65%
37NEXTERA ENERGY INCNEE-PW29,959$2.1M0.65%
38EVERGY INCEVRG29,845$2.1M0.63%
39ONEOK INC NEWOKE19,773$2.0M0.60%
40EXXON MOBIL CORPXOM16,025$1.9M0.58%
41DUKE ENERGY CORP NEWDUKB15,506$1.9M0.58%
42AUTOMATIC DATA PROCESSING INADP5,986$1.8M0.56%
43CBRE GBL REAL ESTATE INC FD12504G100352,192$1.8M0.55%
44TORONTO DOMINION BK ONTTORO28,776$1.7M0.53%
45FIDELITY MERRIMACK STR TR31618840834,386$1.7M0.52%
46UNIVERSAL HEALTH RLTY INCOME91359E10538,215$1.6M0.48%
47ISHARES TR46435UAA963,700$1.5M0.47%
48NORDIC AMERICAN TANKERS LIMINAT625,322$1.5M0.47%
49AMGEN INCAMGN4,900$1.5M0.46%
50ENTERPRISE PRODS PARTNERS L29379210742,338$1.4M0.44%
51JPMORGAN CHASE & CO.VYLD5,680$1.4M0.42%
52SHELL PLCRYDAF18,998$1.4M0.42%
53GE AEROSPACE3696043016,898$1.4M0.42%
54IRIDIUM COMMUNICATIONS INCIRDM50,056$1.4M0.42%
55AMERICAN EXPRESS COAXP5,083$1.4M0.42%
56PNC FINL SVCS GROUP INC6934751057,485$1.3M0.40%
57FIDELITY COVINGTON TRUST31609272557,880$1.2M0.38%
58NVIDIA CORPORATIONNVDA11,439$1.2M0.38%
59WASTE MGMT INC DEL94106L1095,158$1.2M0.36%
60PROCTER AND GAMBLE CO7427181096,890$1.2M0.36%
61ISHARES TR4642872002,071$1.2M0.35%
62ADVANCED MICRO DEVICES INCAMD11,222$1.2M0.35%
63VODAFONE GROUP PLC NEW92857W308118,878$1.1M0.34%
64BANK NEW YORK MELLON CORP06405810012,654$1.1M0.32%
65PRECISION OPTICS CORP INC MAPOCI253,909$1.1M0.32%
66INVESCO QQQ TRIVZ2,213$1.0M0.32%
67XCEL ENERGY INCXELLL14,501$1.0M0.31%
68ORACLE CORPORCL-PD7,341$1.0M0.31%
69UNITEDHEALTH GROUP INCUNH1,959$1.0M0.31%
70AMERICAS GOLD AND SILVER COR03062D1001,936,062$1.0M0.31%
71HOME DEPOT INCHD2,689$985,5750.30%
72INTEL CORPINTC43,053$977,7300.30%
73BANK AMERICA CORP06050510423,083$963,2550.29%
74COHERENT CORPCOHR14,570$946,1750.29%
75ISHARES TR46428844829,809$924,6730.28%
76ELECTROVAYA INCELVA394,079$910,3220.28%
77BLACKROCK ENHANCED EQUITY DIBLK104,875$901,9220.27%
78AMCOR PLCAMCCF92,224$894,5750.27%
79PHILLIPS 66PSX7,241$894,0980.27%
80COCA COLA COKO12,280$879,4820.27%
81ENBRIDGE INCENNPF19,197$850,6410.26%
82GRAHAM CORPGHM29,180$840,9540.26%
83PATRICK INDS INC7033431039,767$825,8970.25%
84WALMART INCWMT9,365$822,1530.25%
85ISHARES TR4642871686,095$818,4970.25%
86COMCAST CORP NEWCCZ21,844$806,0260.25%
87PALO ALTO NETWORKS INCPANW4,680$798,5950.24%
88TRACTOR SUPPLY COTSCO14,334$789,7840.24%
89TERNIUM SATX23,650$736,9340.22%
90ISHARES TR4642871766,500$722,0850.22%
91ISHARES TR4642875497,950$720,8260.22%
92ENERGY TRANSFER L PET-PI38,572$717,0500.22%
93EQUINOR ASASTOHF27,000$714,1560.22%
94OLIN CORPOLN28,953$701,8170.21%
95CVS HEALTH CORPCVS10,316$698,9240.21%
96RIO TINTO PLCRTNTF11,366$682,8470.21%
97BLACKSTONE INCBX4,680$654,1530.20%
98DISNEY WALT CO2546871066,625$653,8940.20%
99ALPHABET INCGOOG4,176$652,4150.20%
100SPDR S&P 500 ETF TRSPY1,166$652,3030.20%
101INVESCO EXCHANGE TRADED FD TIVZ3,757$650,8520.20%
102BROADRIDGE FINL SOLUTIONS IN11133T1032,681$650,0350.20%
103QUANTA SVCS INC74762E1022,548$647,5750.20%
104SPROTT PHYSICAL GOLD & SILVESII22,773$646,9800.20%
105ALPS ETF TR00162Q45212,420$645,1120.20%
106DUPONT DE NEMOURS INCDD8,561$639,3680.19%
107OMEGA HEALTHCARE INVS INC68193610016,700$635,9360.19%
108NOVO-NORDISK A SNONOF9,069$629,7510.19%
109STARWOOD PPTY TR INCSTHO31,705$626,8070.19%
110SRH TOTAL RETURN FUND INCSTEW36,120$623,0620.19%
111BOEING COBA-PA3,648$622,2320.19%
112MCDONALDS CORPMCD1,946$607,9570.19%
113CONOCOPHILLIPSCOP5,691$597,7140.18%
114BHP GROUP LTDBHPLF12,153$589,9060.18%
115SELECT SECTOR SPDR TR81369Y8867,362$580,4960.18%
116MOOG INCMOG-B3,300$572,0550.17%
117FLEX LTDFLEX17,120$566,3290.17%
118TEXAS INSTRS INC8825081043,100$557,1280.17%
119ABBVIE INCABBV2,651$555,4370.17%
120ANNALY CAPITAL MANAGEMENT INNLY-PJ27,003$548,4240.17%
121ALPHABET INCGOOG3,505$542,0650.17%
122ALCON AGALC5,630$534,4550.16%
123EATON CORP PLCETN1,963$533,4730.16%
124CATERPILLAR INCCAT1,613$531,9400.16%
125GE VERNOVA INCGEV1,738$530,5760.16%
126QUALCOMM INCQCOM3,439$528,1930.16%
127HALEON PLCHLNCF49,347$507,7770.15%
128VANGUARD INDEX FDS9229087361,317$488,3690.15%
129CORTEVA INCCTVA7,670$482,6800.15%
1303M COMMM3,278$481,3740.15%
131ESSENTIAL UTILS INC29670G10212,048$476,2710.15%
132ISHARES TR4642872916,283$475,8440.14%
133ALTRIA GROUP INCMO7,903$474,3380.14%
134SOUTHERN COSOMN5,138$472,4250.14%
135SIMON PPTY GROUP INC NEW8288061092,800$465,0240.14%
136VALERO ENERGY CORPVLO3,474$458,8440.14%
137RTX CORPORATIONRTX3,454$457,4500.14%
138META PLATFORMS INCMETA794$457,4210.14%
139UNILEVER PLCUNLYF7,573$450,9670.14%
140CASEYS GEN STORES INC1475281031,000$434,0400.13%
141TESLA INCTSLA1,673$433,6000.13%
142PEPSICO INCPEP2,889$433,2270.13%
143APPLIED MATLS INC0382221052,939$426,4400.13%
144ARDMORE SHIPPING CORPASC43,101$421,9630.13%
145SYSCO CORPSYY5,600$420,2240.13%
146GENERAL MTRS CO37045V1008,792$413,4650.13%
147KOPIN CORPKOPN438,118$408,4130.12%
148TRIUMPH GROUP INC NEW89681810116,087$407,6410.12%
149FORD MTR CO34537086040,554$406,7580.12%
150CONSTELLATION BRANDS INCSTZ2,200$403,7440.12%
151TRUIST FINL CORP89832Q1099,811$403,7320.12%
152CERAGON NETWORKS LTDCRNT170,600$400,9100.12%
153MANAGED PORTFOLIO SERIES56167N72011,000$400,0720.12%
154WEC ENERGY GROUP INCWEC3,666$399,5200.12%
155TREVI THERAPEUTICS INCTRVI63,500$399,4150.12%
156VISA INCV1,136$397,9980.12%
157CALAMOS STRATEGIC TOTAL RETUCSQ24,513$396,6230.12%
158BARRICK GOLD CORP06790110820,357$395,7400.12%
159ARCHER DANIELS MIDLAND COADM8,207$394,0010.12%
160ABBOTT LABSABLZF2,839$376,5930.11%
161INVESCO PA VALUE MUN INC TRIVZ36,945$376,4710.11%
162BP PLCBPPFF11,120$375,7460.11%
163SELECT SECTOR SPDR TR81369Y8031,797$371,1240.11%
164MOTOROLA SOLUTIONS INCMSI847$370,8250.11%
165MARATHON PETE CORPMARA2,511$365,8040.11%
166DOW INCDOW10,475$365,7700.11%
167ISHARES TR4642874813,107$365,0540.11%
168BROOKFIELD RENEWABLE PARTNERG1625810816,365$362,6560.11%
169AMERIPRISE FINL INC03076C106748$362,2560.11%
170WELLS FARGO CO NEW9497461014,987$358,0160.11%
171PIMCO DYNAMIC INCOME FD72201Y10118,000$356,4000.11%
172ONTO INNOVATION INCONTO2,866$347,7600.11%
173PULSE BIOSCIENCES INCPLSE21,500$345,9350.11%
174INTREPID POTASH INCIPI11,750$345,3320.11%
175VIATRIS INCVTRS39,484$343,9050.10%
176OBSIDIAN ENERGY LTDOBE57,813$338,7840.10%
177UNION PAC CORPUNP1,419$335,2950.10%
178M & T BK CORP55261F1041,835$328,0060.10%
179VANGUARD INDEX FDS9229087511,475$327,0810.10%
180KKR INCOME OPPORTUNITIES FDKKRT26,591$326,8030.10%
181TE CONNECTIVITY PLCTEL2,300$325,0350.10%
182KIMBERLY-CLARK CORPKMB2,285$325,0040.10%
183US FOODS HLDG CORPUSFD4,872$318,9210.10%
184LOCKHEED MARTIN CORPLMT696$311,1000.09%
185PPL CORPPPLC8,579$309,7820.09%
186YUM BRANDS INCYUM1,965$309,2120.09%
187HANESBRANDS INC41034510253,190$306,9060.09%
188CENTERPOINT ENERGY INCCNP8,241$298,5800.09%
189GE HEALTHCARE TECHNOLOGIES IGEHC3,671$296,2860.09%
190MATIV HOLDINGS INCMATV46,650$290,6290.09%
191UNIVEST FINANCIAL CORPORATIOUVSP10,227$290,0370.09%
192DEERE & CODE617$289,7360.09%
193ISHARES TR4642878872,320$288,8400.09%
194ALLSTATE CORPALL-PJ1,388$287,4130.09%
195OREILLY AUTOMOTIVE INC67103H107196$280,7850.09%
196LOWES COS INC5486611071,200$279,8760.09%
197PATTERSON-UTI ENERGY INCPTEN32,954$270,8810.08%
198RITHM CAPITAL CORPRITM-PF23,600$270,2200.08%
199SELECT SECTOR SPDR TR81369Y2091,844$269,2710.08%
200FIDELITY COVINGTON TRUST31609240210,500$268,2750.08%
201VANECK ETF TRUST92189F1065,826$267,8440.08%
202ISHARES TR4642875981,414$266,0890.08%
203STMICROELECTRONICS N VSTMEF11,800$259,1280.08%
204ISHARES TR464287614714$257,7600.08%
205COHEN & STEERS INFRASTRUCTUR19248A10910,052$256,8280.08%
206LIQTECH INTL INC53632A300171,742$255,8950.08%
207PLAINS ALL AMERN PIPELINE L72650310512,500$250,0000.08%
208SPDR S&P MIDCAP 400 ETF TRMDY466$248,4450.08%
209SPDR SER TR78468R7215,500$247,8850.08%
210ABRDN HEALTHCARE OPPORTUNITITHQ12,000$247,6800.08%
211HERSHEY COHSY1,440$246,2830.07%
212SELECT SECTOR SPDR TR81369Y7041,848$242,2560.07%
213ISHARES TR4642872262,423$239,6830.07%
214PINNACLE WEST CAP CORPPNW2,500$238,1250.07%
215ISHARES TR4642871501,937$236,3330.07%
216PUBLIC SVC ENTERPRISE GRP IN7445731062,844$234,0610.07%
217HSBC HLDGS PLCHBCYF4,075$234,0270.07%
218CENTRUS ENERGY CORPLEU3,700$230,1770.07%
219PROLOGIS INC.PLDGP2,049$229,0130.07%
220GOLAR LNG LTDGLNG6,000$227,9400.07%
221VANGUARD TAX-MANAGED FDS9219438584,399$223,6010.07%
222VANGUARD INDEX FDS9229087441,274$220,0700.07%
223LYONDELLBASELL INDUSTRIES NLYB2,999$211,1460.06%
224AMTECH SYS INCASYS43,624$210,7030.06%
225HEALTHPEAK PROPERTIES INCDOC10,262$207,4970.06%
226MONDELEZ INTL INC6092071053,046$206,6540.06%
227MORGAN STANLEYMS-PQ1,770$206,5050.06%
228ISHARES TR46432F3881,930$205,8310.06%
229CITIGROUP INCC-PR2,891$205,2260.06%
230BROOKFIELD RENEWABLE CORPBEPC7,348$205,1570.06%
231NOKIA CORPNOKBF38,550$203,1580.06%
232EMERSON ELEC COEMR1,852$203,0470.06%
233MICRON TECHNOLOGY INCMU2,315$201,1620.06%
234MATRIX SVC CO57685310516,000$198,8800.06%
235AGNC INVT CORP00123Q10420,200$193,5160.06%
236NUVEEN PFD & INCOME OPPORTUNNU19,879$158,2340.05%
237ELLINGTON FINANCIAL INCEFC-PD10,400$137,9040.04%
238EATON VANCE LTD DURATION INCETN13,300$132,7310.04%
239BLACKROCK TCP CAPITAL CORPTCPC14,975$119,9490.04%
240BNY MELLON STRATEGIC MUNS IN05588W10819,000$116,2800.04%
241PANGAEA LOGISTICS SOLUTION LG6891L10522,676$107,9370.03%
242INVESCO SR INCOME TRIVZ27,892$104,5960.03%
243GOLDEN OCEAN GROUP LTDNVGLF12,716$101,4730.03%
244BGC GROUP INCBGC10,000$91,7000.03%
245PUTNAM MASTER INTER INCOME T74690910027,000$89,6400.03%
246RETRACTABLE TECHNOLOGIES INCRVP101,533$71,4280.02%
247ATOMERA INCATOM15,000$60,0000.02%
248BLACKROCK ENHANCED INTL DIVBLK10,500$58,9050.02%
249ROCKWELL MED INCRMTI39,500$44,6350.01%
250BRANDYWINE RLTY TR10536820310,000$44,6000.01%
251JUMIA TECHNOLOGIES AGJMIA17,161$36,8960.01%
252IOVANCE BIOTHERAPEUTICS INCIOVA10,000$33,3000.01%
253PEDEVCO CORPPED24,500$17,1500.01%
254HYCROFT MINING HOLDING CORPHYMCW33,500$1,1550.00%
255VIRACTA THERAPEUTICS INC92765F10816,396$3840.00%